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Professional Services · Configuration

Professional Services on Brevo

For the small practice starting from an inbox: intake as a record, a follow-up sequence, and a referral report, at almost no cost.

The Stack

What Runs Where

9 layers, with Brevo holding the record. Everything else is either switched on inside it or connected to it.

Privilege and confidentiality govern what may be stored, where, and who may see it; scope is agreed with counsel before configuration. Reasoned from the pattern; no professional-services engagement has been delivered yet.

System of record
Brevo
Contacts, a simple deals pipeline, and every email and text sent.
Intake
Forms into Brevo
A form becomes a contact with a source and a list.
Follow-up
Brevo automation
Email and text sequences that run without anyone remembering.
Messaging
Brevo email and SMS
Transactional and marketing messages from one place, priced by volume rather than by seat.
Reviews
Brevo automation
The review request as an automated send when a job is marked done.
Documents
PandaDoc
Engagement letters and proposals out of email threads and into a tracked flow with signature.
Mail and calendar
Google Workspace
Mail logged to the record, meetings booked from the calendar.
Payments
Stripe or QuickBooks
Retainers and invoices posted once.
Visibility
Google Business Profile
The profile kept current; reviews where the profession allows them.

What We Switch On

Inside Brevo

  • Contact attributes and lists that match the business, not the template
  • The follow-up sequence for new enquiries
  • The review request automation
  • A simple pipeline for the jobs in flight
  • Transactional email for confirmations and reminders
  • One report: enquiries, source, and what became of them

What it does not do. Brevo is a messaging platform with a light CRM attached; when quoting, scheduling or job costing are needed the record moves to a platform built for them, which is a day's work at this size.

The Path

One Job, Start to Finish

The enquiry

Arrives by form, phone or referral as a record with a source and an owner.

The intake

Qualified against written criteria before anyone spends an hour.

The engagement letter

Sent, signed and filed from the record.

The matter

Stages that mean something, with the next action visible.

The referral report

Which referrers actually produce revenue, finally a report.

Connections

What We Wire In

PandaDoc

Engagement letters with signature

Google Workspace

Mail and calendar on the record

Payments

Retainers and invoices posted once

What It Costs

The Starter Build

Your platform holds the customer and just needs configuring properly, so this is the Starter Build.

Every line is priced on its own: the website, the Build and each connection. What each contains is on the Set Up and Connect pages.

The Build, Starter$3,000

Two weeks. CRM only, never discounted.

The Website$3,500

$2,500 on the Growth or Operate Plan. From the template, live in two weeks.

Typical first engagement$8,750

$7,750 on a plan. The website, this Build and the connections above.

Platform licenses are billed by the vendor, not by us. We configure what you already pay for before recommending anything new, and we hold no partnership or reseller relationship with Brevo or any platform named here.

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Eight categories, scored against your three closest competitors. We need nothing from you but your business name — every signal we check is already public.

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